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James Choi

Criticalpoint Partners LLC

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About James Choi

James Choi is an investment banking professional with experience in the financial services industry. He holds the Series 79TO, Series 63, and SIE licenses. James is registered with Criticalpoint Partners LLC in California.

Firm Information

James Choi is currently registered with Criticalpoint Partners LLC. Criticalpoint Partners LLC is a Limited Liability Company formed on May 31, 2012. The firm is registered in Arkansas, California, Colorado, Florida, Kansas, Massachusetts, Michigan, Missouri, North Carolina, Ohio, and Texas. They have also received one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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James Choi’s Registration & Firm History

CA

03/05/2024 - Present

Criticalpoint Partners LLC (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 02/08/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/03/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Choi.
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